Takealot Group reported year-on-year revenue growth of 23% for the six months ended 30 September 2025. In its announcement, the group said its earnings before interest and tax loss narrowed by 68% to R67 million.

Those figures refer to the group’s FY26 half-year reporting period. A smaller operating loss is an improvement, but it is not the same as achieved profitability or a current full-year result.

Several businesses, several growth measures

The announcement reported 20% revenue growth for takealot.com and 12% revenue growth for Mr D. It also reported 30% year-on-year revenue growth for the group’s retail media network.

Revenue, gross merchandise value, orders and gross profit measure different parts of performance. They should not be combined into one generic “growth” number.

Read the economics behind expansion

Analysis: Digital commerce businesses can increase sales while still facing pressure from fulfilment, delivery, returns and customer acquisition. Sustainable expansion requires the revenue generated by each activity to support its cost.

The variety of business lines also matters. Advertising, marketplace transactions and delivery services have different economics. An investor or business partner should consider which segment is producing growth and how much operating leverage it creates.

This article relies on the company’s own announcement for the stated results; it is not an independent audit. The dated half-year figures provide a case study in how to read progress towards profitability without declaring that the destination has already been reached.

Source

Takealot Group: FY26 half-year results for the six months ended 30 September 2025.